Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data.

Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry.

By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms.

With Canoe, clients refocus capital and human resources on business performance and growth.

Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.

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Finance

Information Technology

Software

Canoe

Canoe's headquarters in New York, NY, United States

This department focuses on designing, developing, and maintaining software applications and systems.

Software Development

This department oversees the planning, execution, and completion of projects, ensuring they meet client needs and are delivered on time and within budget.

Project Management

This department focuses on assisting clients with inquiries, resolving issues, and providing product-related support.

Client Support Department

This department focuses on managing and developing relationships with institutional clients to drive sales and maximize revenue.

Institutional Sales

The Client Management team at Canoe focuses on building and maintaining strong relationships with clients, ensuring they effectively utilize Canoe's technology to optimize their operational workflows. This team, consisting of support and project managers along with relationship managers, guides clients through onboarding, provides ongoing support, and oversees project implementations to enhance user experience and drive client satisfaction. Their goal is to empower clients to maximize the value of Canoe's AI-driven platform, ultimately supporting business performance and growth.

Client Management

The Engineering and Development team at Canoe is responsible for designing, building, and maintaining the company's innovative AI-driven platform. They leverage advanced software engineering practices and machine learning techniques to automate the digitization of complex reporting documents, ensuring seamless data integration and improved operational workflows for clients. By continuously refining and enhancing the technology, the team enables institutional investors and allocators to focus on strategic growth while relying on accurate, actionable data.

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Other teams

Project Management

Client Support Department

Institutional Sales

Client Management

Engineering and Development